Merit Financial Group’s ChargePoint CHPT Stock Holding History

Merit Financial Group’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,712	Closed	-$20.7K	–	1708
2025 Q1	$20.7K	Buy	+1,712	New	+$28.5K	﹤0.01%	1387

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Merit Financial Group's CHPT Position: Q2 2025 in Review

Merit Financial Group sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 1,712 shares — an estimated $20.7K sold.

Merit Financial Group first reported a position in CHPT in Q1 2025 and held it in 1 quarter. The position peaked at $20.7K in Q1 2025. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Merit Financial Group reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Merit Financial Group sold 1,712 ChargePoint shares in Q2 2025, an estimated $20.7K.
Merit Financial Group first reported a position in ChargePoint in Q1 2025 and held it in 1 quarter.
Merit Financial Group's ChargePoint position peaked at $20.7K in Q1 2025.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.